Art Lutschaunig

• Make a charitable impact on the community

  By Art Lutschaunig  |  August 1, 2007

  This issue of Boomer Market Advisor is dedicated to charitable giving -- in particular, helping advisors and wealthy clients with their gifting strategies. With this...

• Just because we can doesn't mean we should

  By Art Lutschaunig  |  July 1, 2007

  These are the best of times, at least in this market cycle. Since 1980, Americans have experienced one of the greatest periods of income and...

• What is the market telling us?

  By Art Lutschaunig  |  June 1, 2007

  Investors question whether the Fed's policy toward higher interest rates would curtail economic activity and market returns. Reading the opinions of several market prognosticators, I...

• Waiting on the large-cap rally

  By Art Lutschaunig  |  May 1, 2007

  For the past four years, the underperformance of growth and large-cap core stocks has been a significant issue for money managers. But current relative valuations,...

• Time works for and against tax-averse boomer clients

  By Art Lutschaunig  |  April 1, 2007

  I always know when it's April. It has nothing to do with the hints of spring among the still chilly days here in Chicago (although...

• Select the right tax-efficient fund

  By Art Lutschaunig  |  March 1, 2007

  Finding the right tax-efficient fund is a complicated process. Simply selecting municipal bond funds and stock funds with the tax-efficient moniker doesn't cut it. Effective...

• Platform choice critical to portfolio success

  By Art Lutschaunig  |  February 1, 2007

  Many smaller advisors find it convenient to manage client assets on brokerage-based platforms like those offered by Schwab, Pershing, and TD Ameritrade. These vendors make...

• Boomer allocation -- what to watch for in 2007

  By Art Lutschaunig  |  January 1, 2007

  Considering the many changes in the capital markets since 1970, however, it's important to keep in mind that investment returns for stocks and bonds are...

• Meeting income planning needs -- what will it take?

  By Art Lutschaunig  |  September 1, 2006

  Over the last 25 years, the fund industry has done a fairly good job of creating products and promoting a need among investors to save...